DFIN is a leading global risk and compliance solutions company. We provide domain expertise, software and data analytics for every stage of our clients’ business and investment lifecycles. Markets fluctuate, regulations evolve, technology advances, and through it all, DFIN delivers confidence with the right solutions in moments that matter.
Sales Operations Manager
Location
United States
Posted
2 days ago
Salary
$3 - $5
Seniority
Mid Level
Job Description
We are seeking a Sales Operations Manager to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments.
Responsibilities:
Sales Forecasting & Pipeline Management
- Own the forecasting process for assigned sales teams, ensuring accuracy and alignment with company goals.
- Monitor pipeline health and provide insights on conversion rates, deal velocity, and risk factors.
Revenue Planning & Analysis
- Develop financial models to support quota setting, territory planning, and revenue projections.
- Deliver scenario-based analysis to guide strategic decisions.
AI Sales Operations Responsibilities
- Leverage AI‑driven GTM tools (e.g., forecasting assistants, pipeline insight engines, and content‑automation platforms) to enhance sales productivity, improve data quality, and accelerate revenue operations.
- Serve as champion for emerging AI‑enabled sales technologies, ensuring proper adoption, training, governance, and continuous enhancement of AI GTM tools.
- Use AI‑based analytics and automation platforms to surface actionable insights, reduce manual data work, and streamline operational processes across the sales cycle.
Reporting & Insights
- Build and maintain dashboards and reports to track KPIs, trends, and performance metrics.
- Translate complex data into actionable insights for sales leadership.
Process Optimization & Enablement
- Identify process gaps and implement best practices to improve efficiency and scalability.
- Partner with cross-functional teams (Finance, Marketing, Customer Success) to align GTM strategies.
Executive Communication
- Prepare and present business reviews, forecasts, and recommendations to senior leadership for your supported teams.
- Demonstrate strong executive presence and influence across the organization.
Qualifications:
- 3-5 years in Sales Operations, Revenue Operations, or related analytical roles within SaaS.
- Proficiency in CRM systems (Salesforce preferred).
- Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar).
- Advanced analytical and financial modeling capabilities.
- Excellent communication and presentation skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Bachelor's degree in Business, Finance, Economics, or related field
Benefits
- 401(K), 401(K) matching, Adoption Assistance, Childcare benefits, Commuter benefits, Company equity, Company-sponsored outings, Customized development tracks, Dedicated diversity and inclusion staff, Dental insurance, Disability insurance, Diversity manifesto, Documented equal pay policy, Volunteer in local community, Employee stock purchase plan, Family medical leave, Fitness stipend, Flexible Spending Account (FSA), Flexible work schedule, Generous parental leave, Generous PTO, Company-sponsored happy hours, Health insurance, Highly diverse management team, Job training & conferences, Open door policy, Life insurance, Mentorship program, Online course subscriptions available, Open office floor plan, Paid holidays, Paid industry certifications, Paid sick days, Onsite office parking, Partners with nonprofits, Performance bonus, Promote from within, Lunch and learns, Remote work program, Return-to-work program post parental leave, Team based strategic planning, OKR operational model, Continuing education available during work hours, Mandated unconscious bias training, Unlimited vacation policy, Vision insurance, Wellness programs, Some meals provided, Mental health benefits, Diversity employee resource groups, Hiring practices that promote diversity, Employee resource groups, Employee-led culture committees, Quarterly engagement surveys, Hybrid work model, Employee awards, Diversity recruitment program, Wellness days, Personal development training, Apprenticeship programs, Flexible time off, Floating holidays, Bereavement leave benefits, Hardship benefits
Related Guides
Related Categories
Related Job Pages
More Sales Operations Manager Jobs
This role involves acting as a liaison between the sales force, clients, and distributors to ensure excellent service and high satisfaction levels. Key duties include coordinating major shows, managing product allowances and samples, updating distributor guides, and processing marketing requests.
Manager, Sales Enablement at rapid growth SaaS company analyzing sales performance.
Sales Enablement Manager
OptroOptro helps enterprises transform risk into opportunity, redefining GRC for the agentic future of risk management.
Sales Enablement Manager analyzing sales performance for B2B SaaS company
Sales Operations Supervisor
MercorCincinnatus is an enterprise staffing company that partners with leading technology companies to source and employ highly skilled professionals for full-time and long-term contingent roles. Cincinnatus serves as the employer of record for these engagements, providing W-2 employment, payroll, benefits, and compliance, while placing employees directly within client teams to work on high-impact initiatives. Roles hired through Cincinnatus are not project-based or freelance engagements. They are structured, role-based positions that typically involve full-time or fixed-term commitments, close collaboration with a client's internal teams, and integration into standard enterprise workflows. Cincinnatus is a legal entity separate from Mercor. While opportunities may be discovered through Mercor's platform, employment, onboarding, payroll, and benefits for these roles are administered by Cincinnatus. Equal Employment Opportunity Cincinnatus is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or any other legally protected characteristic. Cincinnatus is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans throughout the job application process.
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: First-Line Supervisors of Non-Retail Sales W...
